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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


November 2017
02: Canola Idea (Selling Nov-18)
02: CAD On Elevator Wheat Basis
03: Canada 2018 Acreage Shifts (If Seeding Happened Today)
07: CWRS and CWAD Protein
07: Fertilizer Observation
07: Alberta Spring Price Endorsement Report Card
08: India Policy News
11: Pea Update
13: Tunisia Buys Durum
18: The Domestic Feed Grain Juggle
19: The Canola Story
21: Crops to Buy and Sell
22: Set Up and Some Big Picture Thoughts


October 2017
03: Tunisia Buys Durum (Comments)
04: India Pulse News
06: La Nina Again
07: Durum 1-Pager
09: Red Lentil 2-Pager
10: Field Pea 2 Pager
11: Kabuli Chickpea 1 Pager
12: Canola 1 Pager
12: USDA Report Take Away
13: Tunisia buys Durum Again
13: Market Observation (bias to Pulses)
16: Harvest Crop Update
23: Morning Notes (Wheat Canola)
25: CAD Perspective
26: Algeria Buys Durum
27: Spring Wheat - A Discussion and Learning Curve as Must Think Differently
27: Canola Update
31: Sales Recap


September 2017
01: What Is Reasonable Production Potential
03: Weekend Notes (Canola, SpWht Protein, Canary)
06: Highlights Stat Can
06: Canada Durum Supply Demand
06: Canada Wheat Supply Demand
07: Barley, Oats, Rye Supply Demand
07: Algeria Buys Durum
08: Lentil Images
08: Flax Canola Supply Demand
13: Stat Can Model Based Survey
13: Wheat Notes
14: Comment on CWRS Protein & Marketing
14: Charts Production Exports Stocks
15: Comment on Durum Lentil Pea Quality
16: Simplified Green Lentil Supply Demand
18: Malt Barley Comment
19: Highlights Stat Can Model Based Report
19: A Take on W Canada Soybean
20: Sales Recap
21: Feed Barley Update
22: Soybean Addendum
22: Malting Barley Update - Elaborating
23: Flax Update
27: Notes (Pigeon Chickpea Durum)
28: Barley Canola Int-Rates
29: S Sask Rain Event Maybe
29: Hightlight USDA Report (What Matters to W. Canada)


August 2017
08: Notes
09: Views (Part 1 Grains)
09: Views (Part 2 Oilseeds and Pulses)
11: Urea Comment
13: Aftermath USDA
15: Crop Note
16: Price & Trend Ideas
21: Notes (Pulse, wheat, oilseeds, durum)
23: Pulse Tension
24: Notes (Biodiesel, Durum)
28: Marketing Hierarchy
29: Wheat Note
31: Initial Highlights Stat Can Report









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